Bob Esquerra, Cpa Email & Phone Number

Greater San Diego Area

Get the opportunity to help customers through the implementation of accounting software which is the #1 Financial Software for the Security Industry. My role is to inform, instruct, and then inspire. Inform our customers on what our system can accomplish in the way of streamlining processes and procedures. Instruct them on best practices and then have the opportunity to inspire them to rely on what they have learned and the process we have identified to help grow their business. Bold Group and its subsidiaries are owned by EverCommerce – a leading service commerce platform, providing the top marketing, business management, and customer retention solutions to more than 400,000 service businesses across the globe. EverCommerce develops, acquires, and transforms mission-critical software that helps service-based businesses accelerate growth, streamline operations, and increase retention.

San Diego

B.A.S.E. UPBUILDING an ATTITUDE toward SUCCESS in order to EXCEL - UP!!!We love the game of baseball for all the things it could teach. 1. Hard work pays off. 2. Persistence, desire and the will to prepare are key qualities necessary to succeed. 3. Teamwork is essential, and staying humble makes you a much more likable teammate. 4. Failing is part of the process. So much so that it is a fundamental element of the game. More importantly, learning how to fail without breaking yourself down is a critical skill and must be embraced. Understanding failure, not necessarily accepting it, can propel you to greater successes. You have only one question to answer “How is your day going to end?” Bitter or Better?

Greater San Diego Area

Directed operating functions and financials using metrics and key indicators to help drive performance, ensure financial strength, and increase operating efficiencies. Provided guidance with a firm belief in “The way you do small things, is the way you do all things”. Small success often lead to larger successes and a more stable environment for all. The small things took shape quickly in the form of identifying and implementing reporting structures and procedures that allowed for proper revenue forecasts and labor requirements to meet those goals. Financial reporting structures required a revamp on how Work in Process, Accrued and Unearned Income were tracked and later recorded which lead to both truth and transparency in revenue recognition and their related expenses. After all, business is the ultimate game. To win consistently, you have to be willing to prepare to put yourself and your team in the best position to succeed. Not only to win or lose but to give maximum effort for the sake of the company and its customers. Small things again turning into big things.

Greater San Diego Area

Direct and manage all financial aspects of the business. Both guide and inspire with the objectives of the company front and center to ensure proper staffing, operational controls, and that procedures are properly addressed, followed, and reported. Guide with information, and instruct with a hands-on approach to leadership that strives to inspire team members to Get Things Done. Solving Their Problems, both employees and customers alike, on a daily basis and striving to Make A Difference by Getting Things Done. Pushing every day, in every way possible to provide insight that produces sound business results.

Greater San Diego Area

Directed all corporate financial matters and fulfillment concerns while driving the company to reach the market leader position in less than four years. Work closely with Chairman to developed plan & sales strategy setting a course of growth based on market analysis and most current financial information. Key Accomplishments:• Lead the positioning and final acquisition process of Singular with six billion dollar publicly traded company at a record price • Extensive system implementation experience guiding sales from $ 2M to over $ 6M in four years • Established subsidiary in London England resulting in over $ 1.5M in sales over 3 years• Originated and directed lines of credit, cash flow procedures minimizing shareholder contributions• Directed five years audited financial statements all resulting in clean opinions• Headed warehouse expansion with over $ 1.8M in inventories

La Jolla, California

Began accounting career as an intern and moved progressively thru to Audit Senior. Progressive responsibilities included client engagements, supervision, and the review of a variety of tax returns. Directed Corporate and Partnership compilations and tax reviews, which included the supervision of junior accountants and interns. Responsible for all client computer operations, including the evaluation of needs, installation, and maintenance.Key Accomplishments:• Passed CPA Exam May 1993• Created and implemented audit programs to test internal controls related to cash management• Analyzed and evaluated internal controls for various entities including Book Publishers, Mortgage Companies, Alarm Companies, Insurance Agencies, and others.• Compiled and presented audit findings, recommended control and business practice improvements.

Bachelor'S Degree

Associate Of Arts (A.A.)

General Studies